Filed February 5, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,847 | $109,359-30.6% | $162,163-53.2% | $72,985+3.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.75% | 25.46%-5.7pp | 115.59%-95.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,701 | $3,907-30.9% | $5,614-51.9% | $2,440+10.7% |
| Participant deferral / active EE | $3,575 | $5,481-34.8% | $7,298-51.0% | $3,607-0.9% |
| Admin fee / account holder | $936 | $7,972-88.3% | $10,843-91.4% | $5,124-81.7% |